Private Trust Company’s Doximity DOCS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.45K | Hold |
154
| – | – | ﹤0.01% | 1844 |
|
|
2025
Q1 | $8.94K | Buy |
154
+46
| +43% | +$2.67K | ﹤0.01% | 1840 |
|
|
2024
Q4 | $5.77K | Hold |
108
| – | – | ﹤0.01% | 1935 |
|
|
2024
Q3 | $4.71K | Hold |
108
| – | – | ﹤0.01% | 1965 |
|
|
2024
Q2 | $3.02K | Hold |
108
| – | – | ﹤0.01% | 2079 |
|
|
2024
Q1 | $2.91K | Buy |
108
+12
| +13% | +$323 | ﹤0.01% | 2055 |
|
|
2023
Q4 | $2.69K | Hold |
96
| – | – | ﹤0.01% | 2077 |
|
|
2023
Q3 | $2.04K | Hold |
96
| – | – | ﹤0.01% | 2114 |
|
|
2023
Q2 | $3.27K | Buy |
+96
| New | +$3.27K | ﹤0.01% | 1997 |
|